Security and Workflow FAQs
Access/Account Set-Up
How do I setup, modify, or disable a user's access in CORE? (04/22)
How will I know that my CORE access has been approved? (08/18)
How many levels of approval are needed to make a UDOC final? (08/18)
How can I increase or decrease the font size in CORE? (08/18)
How do I update my telephone number/email address/name in CORE? (07/17)
How long do I have in CORE before the application times out and ask me to log in again? (08/18)
If I change my name, do I need to change my CORE User ID? (08/18)
Do I need to create a Change Order in CA to disable a CORE user's access? (04/22)
Do I need to disable a user when they are moving within the same Cabinet (Ex: AAAA to AABA)? (08/20)
How do I setup CORE access for an employee who has transferred to my department? (04/22)
What should be placed in the UDOC Locality Field for an Auditor? (06/21)
Access - Remote (Zscaler/VPN)
How do I get remote access to CORE (Including Higher Education staff & auditors)? (07/17)
How do you disable Zscaler access once an employee leaves? (08/18)
How long will it take to process my Zscaler User Access Request? (08/18)
How will I receive my Zscaler log-in credentials once my access has been approved? (08/18)
Who do I contact to have the Zscaler Certificate and Instruction Guide sent to me? (09/18)
Who do I contact for help if I am unable to connect to CORE through VPN? (09/18)
Is Zscaler access created the same time CORE access is created? (12/19)
Approvals/Rejections/Workflow
Why is the document I approved in CORE still showing as pending? (09/19)
How do I determine if a document I approved has been processed through CORE? (09/19)
How do I see the complete approval history of a document? (04/22)
How do I see what approval is needed for my pending document? (04/22)
How do I see the documents that I have created and submitted in CORE? (07/18)
How do I see a list of users in my department who are able to override specific documents? (04/22)
How do I search for a document created by a specific CORE user? (02/19)
Foreign Org Access
Foreign Org Access - Extending a user's access to include additional department codes to their home department (i.e. access to document entry and table maintenance roles for another department).Login Credentials
How do I receive my login credentials once my CORE access has been approved? (08/18)
If I transfer to a different department, will I need a new CORE User ID/Password? (05/19)
Why is the "Forgot Your Password" link not working for me in CORE? (04/22)
Why did I not receive a temporary password when I used the "Forgot Your Password" link? (07/17)
How do I update my CORE Password, before it expires? (04/22)
How do I reset my Financial Data Warehouse password? (08/18)
Security Roles
Security Roles - Roles assigned to determine the level of access that has been assigned to a CORE user to complete specific tasks in the CORE Financial System.Who do I contact to have additional security roles added to my CORE access? (07/18)
What does it mean if I am granted Central Approval for a specific security role? (08/18)
Who approves UDOCs that have Central Approval Security Roles added? (08/18)
How can I see the security roles that have been assigned to CORE Users in my department? (08/18)
How can I locate what security role allows the CORE User to create a particular document? (10/18)
Does the "ANY" Security Role require foreign org access to view other agencies? (04/19)